Axos Financial posts new investor presentation
Axos Financial, Inc. furnished an investor presentation that it plans to use in investor meetings beginning on or around September 11, 2025.
Rhea-AI Filing Summary
Axos Financial, Inc. furnished an investor presentation that it plans to use in investor meetings beginning on or around September 11, 2025. The materials are dated September 10, 2025 and are provided under a Regulation FD disclosure, meaning they are shared to keep investors equally informed.
The company states that this information is not deemed “filed” under securities laws, so it is not subject to certain legal liabilities and will only be incorporated into other filings if specifically referenced. The 8-K includes the presentation as Exhibit 99.1, a PDF version as Exhibit 99.2, and the cover page data file as Exhibit 104.
Positive
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8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Axos Financial (AX) disclose in this 8-K filing?
Axos Financial disclosed that it will use an investor presentation in meetings beginning around September 11, 2025. The presentation, dated September 10, 2025, is furnished as exhibits to provide investors with consistent information under Regulation FD disclosure rules.
What is included in the Axos Financial (AX) investor materials?
The materials include an Axos Financial, Inc. presentation and a PDF version, listed as Exhibits 99.1 and 99.2. These documents contain the information the company will use in investor meetings and are intended to keep all investors equally informed.
Are Axos Financial’s (AX) investor presentation materials considered "filed" with the SEC?
The company states the investor presentation materials are furnished, not deemed “filed,” under the Securities Exchange Act of 1934. This means they are not subject to Section 18 liabilities and only become part of other filings if specifically incorporated by reference.
From what date is the information in Axos Financial’s (AX) presentation considered current?
The information in the Axos Financial investor presentation is presented as of September 10, 2025. The company also notes it does not assume any obligation to update the information in the future, so investors should view it as reflecting that specific date.
When will Axos Financial (AX) use the new investor presentation with investors?
Axos Financial plans to use the investor presentation at investor meetings beginning on or around September 11, 2025. This timing indicates when the materials will start guiding discussions with investors, aligning public disclosure and private meetings content.
Which exhibits are attached to this Axos Financial (AX) 8-K?
The 8-K attaches three exhibits: Exhibit 99.1 is the Axos Financial, Inc. Presentation, Exhibit 99.2 is the Presentation PDF, and Exhibit 104 is the Cover Page Interactive Data File embedded within the Inline XBRL document for regulatory formatting purposes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): September 10, 2025
(Exact name of registrant as specified in its charter)
| (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification Number) | ||||||
(Address of principal executive offices and zip code)
Registrant’s telephone number, including area code: (858 ) 649-2218
| Securities registered pursuant to Section 12(b) of the Act: | ||||||||
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01 Regulation FD Disclosure
Axos Financial, Inc. (the “Registrant”) will use the presentation provided in the Exhibits at investor meetings beginning on or around September 11, 2025.
This Form 8-K and the information attached below shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (“Exchange Act”), or otherwise be subject to the liabilities of that section, nor shall it be incorporated by reference into a filing under the Securities Act of 1933, as amended (“Securities Act”), or the Exchange Act, except as expressly set forth by specific reference in such a filing. The information in the materials is presented as of September 10, 2025, and the Registrant does not assume any obligation to update such information in the future.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit | Description | |||||||
| 99.1 | Axos Financial, Inc. Presentation | |||||||
| 99.2 | Axos Financial, Inc. Presentation PDF | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | |||||||
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| Axos Financial, Inc. | ||||||||||||||
| Date: | September 10, 2025 | By: | /s/ Derrick K. Walsh | |||||||||||
| Derrick K. Walsh | ||||||||||||||
| EVP and Chief Financial Officer | ||||||||||||||